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We follow a very simple investment strategy. Long curiosity. That's the easy part. The real skill lies in our patience and our mindset.
We spend the rest of our time exploring the digital asset revolution. Writing is our Proof of Work.
Discover assets.
Define opportunity.
Deliver value.
That's what we do.
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Recent
May 14, 2023
Consider previous tech earthquakes - the Wright brothers took mankind into the skies in 1903. By 1969 mankind was on the moon. In just 66 years (well within a typical lifespan), our horizons had expanded from propelling across continents to propelling towards outer space. At the current pace of AI advancement, what will happen to our horizons in the next 66 months? What happens in a world where beautiful music, awe inspiring art, perspective shifting prose and good ol' fashioned life advice can be generated with a few clever prompts and the click of a button?
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January 27, 2023
For architecture, the result is visibly obvious; we prioritise quarterly profit (to capture 'value' and survive in this fiat environment) at the expense of enduring beauty, which takes more time, consideration and effort to create. Consider the shoddy, uninspiring landscapes that developers have thrown up for the last 40+ years, all in the name of the quick sale. And now contrast with some of the Art Deco masterpieces that we still revere decades later. Is it just coincidence that the 1920s represented the last hoorah of the gold standard, and the start of our path towards flimsy money?
January 5, 2023
If my heart swerves in a certain direction, I'll always follow. This is a rather different yearning to craving an ice cream or gasping for a cold pint in the savage Aussie heat. Instead, it feels like a gravitational pull; a natural force that draws from my core towards a particular action, subject or environment. It can ebb and flow. It can be intense or subtle. It can be laced with fear. But once that pull emerges it is impossible to shake off. After all, denial of the heart creates only restlessness; a low hum anxiety that will forever demand attention.
June 3, 2022
Consider our favourite corporate acronym, ESG. And digest this delicious narrative shift; there is an alignment with BTC that is truly (or perhaps wilfully) under appreciated. Bitcoin is an exceptional example of distributed governance. The network can alleviate our current social ills by fostering financial solvency and a can-do, entrepreneurial spirit. And mining has environmental qualities that can no longer be denied. It's bloody remarkable, this magic internet money.
March 24, 2022
There is one thing that evades me, however; proper interaction with others interested in this 'big picture' thinking. It reflects a prior reluctance on my part to share what I write, other than passively publishing on this site. That reluctance is beginning to fade (thankfully), as I reach firmer conclusions about who I am (an investing, thinky type) and what I have to offer (legible English, quirky subjects and half decent interweb skills). It explains why I have a 'contributors' page. This ain't meant to be a one man mission!
All is not what it seems, especially when you develop a strange fascination with assets, Nixon and monetary history. Jack attempts to settle his bill with a dollar from 1980 (when the film was released). But the barman, a figment of the 1920s, does not equate Jack's money with his own. How so? The clue is in the name; The Gold Room. The barman cannot accept 1980 dollars because they are a very different beast to 1920s dollars; they are no longer redeemable in gold.
In its purest form, commerce acts as the great motivator, the ultimate mentor. We conduct our commercial affairs against a backdrop of economic and trading uncertainty. Our decisions and behaviour are constantly pitted against known unknowns and unknown unknowns. We are drawn to ingenuity and innovation through the actions and presence of our competitors. We observe, learn from, and adapt to ever shifting risks and opportunities.
I thought I'd write a little about a film that has fascinated me for years; Koyaanisqatsi. A film with zero dialogue, zero plot and zero cast.
